LINA SURESH BODANE [H* EAD – No Sponsorship Required]

Financial Analyst ad4kmt@r.postjobfree.com 847-***-**** www.linkedin.com/in/lina-bodane-258824150 PROFESSIONAL SUMMARY

Proficiency using computer software such as Excel, Word, and PowerPoint.

Strong analytical and client management skills.

Demonstrate problem solving skills.

Good Interpersonal skills in listening, mentoring, coaching, negotiation, mediation, influencing and strong communication, written and presentation skills.

Increased customer satisfaction by resolving Product and Service issues.

I have worked as an investment banker.

Solved customer equity, mutual funds, corporate bonds, insurance related problems.

Created wealth for client, addressing him to right investment according to their needs.

Handled number of calls per timeframe to address customer inquiries and concerns.

Award winner at ICICI securities in Regional competency development program.

Executive position for Equity advisor.

Increased customer satisfaction by resolving Product and Service issues.

I have worked as an investment banker.

Solved customer equity, mutual funds, corporate bonds, insurance related problems.

Create the wealth for client addressing him to right investment according to their needs.

Handled number of calls per timeframe to address customer inquiries and concerns. SKILLS

Relationship development.

Customer interaction.

Customer service.

Equity markets.

IPO understanding.

Investment performance analysis.

Asset Management.

Mutual funds distributor (Equity, Debt, Hedge fund )

Microsoft Excel

Trade Process

Trade Settlement (Future, options)

Mutual Fund Understanding.

NAV calculation

Trade life cycle

Team Leadership

PROFESSIONAL EXPERIENCE

HDFC Securities Pune, Maharashtra Feb 2021 – Oct 2021 Relationship Manager

Handling the existing Business Partners and IFAs and provide them product support and market update.

Educate the Partner and client about Equity, Derivatives, Mutual Fund, PMS, Alternative Investment Fund,Bond Debenture, Insurance and Other Investment Product.

Working on institutional fund accounting which included Mutual Funds, and pension funds

Do the interest accrual and Dividend Accrual and reinvest it beginning of the month.

Check and update the FSO (fund Share outstanding) as per record keeper.

Price the unpriced securities with the help of available vendor's, I’m (Investment manager) Bloomberg, Quad, IDS.

Verify and post the all (Cap stock activity) subscription and redemption in respective fund's

Collaborated with custodians, administrators and onshore to resolve discrepancies and ensure accurate Reporting.

Post cash in and out entry as per instruction.

Performed daily Net Asset Value (NAV) calculations, ensuring accuracy and timeliness and release the final NAV.

Executive position for Equity advisor.

Increased customer satisfaction by resolving Product and Service issues.

I have worked as an investment banker.

Solved customer equity, mutual funds, corporate bonds, insurance related problems.

Create the wealth for client addressing him to right investment according to their needs.

Handled number of calls per timeframe to address customer inquiries and concerns. ICICI Securities Aurangabad, Maharashtra June 2019 – Mar 2020 Senior Relationship Manager

To Handle existing clients Portfolios and advise the product like Equity, Derivatives,Mutual Fund, Bonds, Debenture, PMS, Insurance and other Investment product.

Update the client regarding their portfolios and market update and provide the new investment idea and research.

Track the transaction which is initiated by client and maintain the transaction records on daily basis.

Executive position for Equity advisor.

Increased customer satisfaction by resolving Product and Service issues.

I have worked as an investment banker.

Solved customer equity, mutual funds, corporate bonds, insurance related problems.

Create the wealth for client addressing him to right investment according to their needs.

Handled number of calls per timeframe to address customer inquiries and concerns. IEYZE Corporation Pvt Ltd Pune, Maharashtra Aug 2016 – May 2017 Production Team Lead

I have worked as a production leader as well as quality control in product department.

Involved in planning and monitoring of business need requests, and also managing and directing the team members to best meet the project objectives.

Participating and providing subject matter expert input in various Major impact management bridges to avoid customer impact and quick circumvention of issues.

Responsible for analysis of the service requests, problem identification and fixing the root–causes.

Evaluates the risks in production systems and proactive in identifying the solutions before customers impacted.

Quality Assurance of production projects and provide technical support. Responsible to work with interface systems to address the technical requirements, issues and provide the solution. Dharampeth Mahila Corporative Bank Pune, Maharashtra June 2015 – July 2016 Relationship Manager

Worked as trusted advisors, providing guidance and support to clients throughout their banking journey.

I have worked to offer financial services to help customer open account, deposit fund, bonds, investments.

Handling customer cash and offer existing clients additional banking products and services.

To Maintain Operational Activities like ledger, cash Debit and Credit.

Client onboardings and Transactions.

CERTIFICATIONS

2019-02 : NISM V A Mutual fund distributor

2019-03 : IRDA (Insurance Regulatory Development Authority of India)

2021-02 : NISM VIII Equity Derivative Certification EDUCATION QUALIFICATION

Course School/College Board/University Year Of Passing Percentage Master of

Business

Administration:

Marketing

S.K.N Sinhagad

School Of Business

Management - Pune

Pune University (PU) 2019 70.70%

Bachelor of

Engineering

Govindarao Wanjari

College Of

Engineering -

Nagpur.

Nagpur University

(RTMNU)

2015 60.32%

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